Daniel Slate Email & Phone Number

San Francisco, Ca, Us

Palo Alto, California, Us

260-person consumer software company building cash and investing products designed for high-earning millennials. - Lead a team of 4 Product Managers with responsibility for the entire product portfolio ($XXXM+ in ARR). Directly own strategy and priorities for 7 Engineering scrum teams (~70% of product development staffing).- Scaled our high-interest Cash Account from $0 to over $XB in assets in 6 months, driving 40% growth in clients.- Led the development and launch of Wealthfront’s banking features to offer clients a debit card, account numbers, mobile check deposit, the ability to send checks, and instant transfers to Wealthfront investment accounts.- Launched a curated socially responsible portfolio and portfolio customization with hundreds of ETFs, including crypto trusts (first robo advisor to offer crypto). New portfolio options accounted for ~XX% of net new assets.- Developed and drove alignment on a new investing vision and product strategy to accelerate growth by entering the self-directed market. Backed strategy with customer and market research that identified the need to give clients more control to choose their investments and offer a free tier.- Built the business case for staffing a Fraud and Risk Team. Supported team in the development of our strategy to prevent stolen and synthetic identity fraud.

Palo Alto, California, Us

San Francisco, California, Us

60-person consumer software startup building an all-in-one platform for the 68M people who work for themselves. - Hired and led team of 8 Product Managers and Designers. Member of Senior Management Team responsible for vision and strategy for entire product portfolio to deliver revenue, engagement, and infrastructure objectives. - Delivered 111% increase in conversion on our health insurance funnel, generating over XM in annual revenue. Launched and integrated 12+ new partners, growing top-of-funnel audience >2x. - Launched dental and vision insurance, custom-designing policies with an insurance partner. Products attached at >30%, generating >XX% of annual revenue. Launched accident, disability, and life insurance in Q4 2017. - Launched mileage and expense tracking app, Stride Tax, on iOS and Android. Grew to over XXXk users, XXk WAU, and integrated with Stride’s insurance marketplace to support monetization. - Launched partnership with H&R Block to bundle Stride Tax with their Self-Employed SKU and integrate Stride’s deduction data to auto-populate the Schedule C. Defined and launched tax-time campaigns with Uber and Airbnb to offer free tax support to >1.5M individuals nationwide. Campaigns drove >XX% of tax season acquisition. - Drove member survey, persona development, and customer segmentation effort that led to a redefinition of Stride’s mission, vision, target customer, positioning, and go-to-market strategy.

San Francisco, California, Us

San Francisco, California, Us

Mountain View, California, Us

Consumer and small business financial services/tax software; >4B annual revenue.Hired into Product Management and Product Marketing Rotational Development Program; most time spent as a Product Manager with Intuit Financial Services/Digital Insight.- Developed small business banking strategy to deliver retail and small business functionality on a single platform, generating sales of >XXM annual contract value. Successfully sold strategy to FI executives. - Led a cross-functional team of 20+ engineers, architects, designers, marketers, program managers, and support analysts to develop entitlements product. Managed pilot and go-to-market strategy through the launch. - Given additional responsibility for IFS’s technology platform and online banking applications, reaching 11M end users and 1,000 financial institutions. Managed roadmap priorities, user research, requirements, and resourcing.

Master Of Business Administration (Mba)

B.S. Biology, Entrepreneurial Leadership